Mercer Global Advisors
BFH icon

Mercer Global Advisors’s Bread Financial BFH Stock Holding History

Mercer Global Advisors’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Buy
8,049
+1,290
+19% +$116K ﹤0.01% 1848
2026
Q1 		$506K Buy
6,759
+3,392
+101% +$250K ﹤0.01% 1974
2025
Q4 		$249K Buy
+3,367
New +$221K ﹤0.01% 2382
2021
Q4 		– Sell
-3,206
Closed -$258K – 1800
2021
Q3 		$258K Buy
3,206
+60
+2% +$4.64K ﹤0.01% 1489
2021
Q2 		$262K Buy
+3,146
New +$285K ﹤0.01% 1444
2019
Q3 		– Sell
-2,140
Closed -$239K – 1130
2019
Q2 		$239K Sell
2,140
-791
-27% -$95.6K 0.01% 969
2019
Q1 		$409K Buy
+2,931
New +$399K 0.01% 707

Other funds holding BFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mercer Global Advisors's BFH Position: Q2 2026 in Review

Mercer Global Advisors increased its Bread Financial (BFH) stake by 19% in Q2 2026, buying an estimated $116K and bringing the position to 8,049 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Mercer Global Advisors first reported a position in BFH in Q1 2019 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Mercer Global Advisors held 8,049 shares of Bread Financial worth $872K as of Q2 2026.
  • Mercer Global Advisors bought 1,290 Bread Financial shares in Q2 2026, an estimated $116K.
  • Bread Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1848 holding.
  • Mercer Global Advisors first reported a position in Bread Financial in Q1 2019 and has held it in 7 quarters since.
  • 420 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.